SYM Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $723K | Hold |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $30K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $44.9K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $21.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $53K | Hold |
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|
2021
Q2 | $53K | Buy |
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